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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,029 | $155,555-37.6% | $146,866-33.9% | $155,188-37.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 21.16% | 115.41%-94.3pp | 102.85%-81.7pp | 148.84%-127.7pp |
| Employer contribution / active EE | $3,642 | $4,647-21.6% | $4,425-17.7% | $4,248-14.3% |
| Participant deferral / active EE | $11,816 | $8,044+46.9% | $7,759+52.3% | $6,531+80.9% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |